Equity Research Associate

Department

Sell-side Research & Operation

Location

Bangalore

Experience

3-5 years of experience in Equity Research & Financial Modelling

Education

Graduation + CFA L3 cleared OR MBA in Finance

Sectors Experience into Auto sector will be added advantage.

Key Responsibilities

Workflow could include:

• Building and updating financial models with scenario analysis
• Carrying-out DCF, relative, SOTP and other relevant valuation methods
• Developing accurate assumptions and valuation with rationale
• Screening large datasets to identify investment ideas and assisting PMs/CIOs in their investment decisions
• Discussion investment ideas and stock updates with PM/CIO
• Preparing earnings reviews, preview, attend con calls and management meetings
• Preparing pitch notes/presentations, industry and thematic notes
• Creating and updating databases
• Collecting and analyzing news
• Handling ad hoc research request
• Maintain constant communication with the client and other stakeholders

Key Competencies

The analyst should have

• Excellent financial modeling and research report-writing/presentation making skills
• Should have ability to think through drivers and KPIs across broad range of sectors
• Good client relationship management skills and communication skills
• An eye for details and ability to handle multiple workflows with tight deadlines
• Numerical abilities
• Building complex, error-free models with well-defined revenue/cost driver assumptions
• Carrying out earnings sensitivity analysis
• Providing own valuation views after carrying out relative, DCF-based or industry appropriate valuations
• Writing skills
• Writing in a logical and structured manner that requires minimal rework
• Writing bulletins and one-page summaries
• Linking macro/industry analysis to the output
• Building effective presentations
• Others
• Collecting news; summarizing and providing analysis that adds value; and preparing charts, tables, and databases